Stephen Miller
Advisor at Dean Investments
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Dean Investments
Location
Beavercreek, OH 45431
Credentials
Series 63, Series 65
Industry experience
26 years
About
Stephen Miller is a financial advisor at Dean Financial Services with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with C.H. Dean, Inc. since 1992. Dean Financial Services advises individuals, retirement plans, charitable organizations, and businesses by providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes diversification and asset allocation, using institutional-style investment consulting and third-party performance data to guide portfolio management.
Fee options
$250,000 - $2 million: 0.75% (75 basis points) for Large style $2 million - $5 million: 0.70% (70 basis points) for Large style $5 million - $10 million: 0.65% (65 basis points) for Large style $10 million+: Negotiated for Large style $250,000 - $2 million: 0.85% (85 basis points) for Multi style $2 million - $5 million: 0.80% (80 basis points) for Multi style $5 million - $10 million: 0.75% (75 basis points) for Multi style $10 million+: Negotiated for Multi style $500,000 - $2 million: 1.00% (100 basis points) for Mid style $2 million - $5 million: 0.95% (95 basis points) for Mid style $5 million - $10 million: 0.90% (90 basis points) for Mid style $10 million+: Negotiated for Mid style $3,000,000 - $2 million: 1.00% (100 basis points) for Small style $2 million - $5 million: 0.95% (95 basis points) for Small style $5 million - $10 million: 0.90% (90 basis points) for Small style $10 million+: Negotiated for Small style $250,000 - $2 million: 0.75% (75 basis points) for Equity Income style $2 million - $5 million: 0.70% (70 basis points) for Equity Income style $5 million - $10 million: 0.65% (65 basis points) for Equity Income style $10 million+: Negotiated for Equity Income style $250,000 - $2 million: 0.35% (35 basis points) for Fixed style $2 million - $5 million: 0.30% (30 basis points) for Fixed style $5 million - $10 million: 0.25% (25 basis points) for Fixed style $10 million+: Negotiated for Fixed style $250,000 - $2 million: 0.70% (70 basis points) for Balanced >=50% equity style $2 million - $5 million: 0.65% (65 basis points) for Balanced >=50% equity style $5 million - $10 million: 0.60% (60 basis points) for Balanced >=50% equity style $10 million+: Negotiated for Balanced >=50% equity style $250,000 - $2 million: 0.50% (50 basis points) for Balanced <50% equity style $2 million - $5 million: 0.45% (45 basis points) for Balanced <50% equity style $5 million - $10 million: 0.40% (40 basis points) for Balanced <50% equity style $10 million+: Negotiated for Balanced <50% equity style
Account minimum: $250,000
Location
3500 Pentagon Blvd, Suite 200
Beavercreek, OH 45431
Most active in
Stephen M has reported serving >5 clients in these states in the last 12 months.
Ohio
Work history
C.H. Dean, Inc.
1992 - Present (34 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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What About Us Financial
MY MISSION The first time I remember standing up for injustice was on the playground during 2nd grade recess. A couple of bullies were picking on a scared girl. I marched up and gave these bullies a piece of my mind and the girl and I become best friends. After entering the Financial Services industry in 2007, I quickly realized there were many “bullies” that used their knowledge to intimidate clients into pricey products and services. What About Us Financial was founded in 2019 to stand up against the status quo in Financial Services. We are the 99% that deserve our own beautifully successful life. Money is power. It brings us security and confidence. Saving and investing is not only for the rich. We can all prosper and thrive through thoughtful budgeting, savings and investing. This is my mission in life – to empower the underserved so they may obtain financial freedom and success. MY EXPERIENCE I’m a CERTIFIED FINANCIAL PLANNERTM Professional (CFP®), a Chartered Retirement Planning Counselor (CRPC®), and hold a Masters in Business Administration (MBA) in Management Innovation & Change. I have the letters to demonstrate knowledge, but it is more important to convey my heart to demonstrate compassion. I am a Fiduciary, which is the highest standard of client care. I must always act in the client’s best interest, even when it’s in opposition to mine. (This is big stuff! Do some Googling to see the efforts to hold all advisors to this standard. They have failed, so it’s still a scary world.) MY OFFICE My office is located inside my home in Bellbrook, Ohio. I see no reason to tax environmental (and personal) resources to open a fancy office space. We can meet at your favorite coffee shop, restaurant, office or kitchen table. And there is always video conferencing through Zoom, FaceTime or Skype.
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